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REPOST (Spotify): Emerging Public Companies: Next Amazons (Part Four of Four)
Spotify – An audio super aggregator in the making
Tesla: Key Broker Takes on Q3 Production and Deliveries
Expectations were already lowered but actuals still disappointed. By Benjamin Tan
September 2023
Disney: In the Midst of Reorganization
Monetization of linear assets serving multiple purposes. By Benjamin Tan
Salesforce: A Story of Profit Inflection
Continuing focus on margin expansion to rerate stock price. By Benjamin Tan
August 2023
'When There's Blood in the Streets, Buy Property?'
Famous saying by Baron Rothschild needs plenty of qualifications, especially in a post-Covid world. By Benjamin Tan
Stuck with an Investment?
Zen and the Art of Motorcycle Maintenance discusses "Stuckness" together with "Quality". By Benjamin Tan
What is Quality?
Does "Quality" of management, earnings, and products give rise to a "Quality" investment? By Benjamin Tan
Zoominfo: Double Whammy
A tech company dependent on other tech companies for growth. By Benjamin Tan
July 2023
Watching Q2 Earnings Season
Paying attention to Tesla and Disney, among others, this quarter. By Benjamin Tan
Looking for the Next Amazon – Why Bother?
Diving into possible motivations when investors take off-beaten paths. By Benjamin Tan
June 2023
2nd Tesla: Added One to Q2 23 Deliveries
Model 3 purchase also came with a few surprises. By Benjamin Tan
Podcast Interview: On Psychology and Investing
Check out my interview on The Investing for Beginners Podcast.
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